St. Bernard Financial Services, Inc
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About this Advisor
Lee Taylor is a financial advisor working in Kansas City, Missouri, who has been in the industry for 14 years. Taylor works at St. Bernard Financial Services, Inc. Their career trajectory has included roles at Us Government, Hbw Securities LLC, Multi-Financial Securities Corporation and Cetera Advisors LLC. Taylor has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Missouri and Oklahoma. St. Bernard Financial Services, Inc is an advisory firm based out of Kansas City, Missouri. The investment advisory business has offices in 34 locations and a total of 88 advisors. It administers $61 million in assets between its 420 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 420 accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. The company offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on which service is provided. However, fee types charged by St. Bernard Financial Services, Inc may include any combination of asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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St. Bernard Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Lee Taylor Work History
Lee has 14 years of experience.
Cetera Advisors LLC
Multi-Financial Securities Corporation
Hbw Securities LLC
Lee Taylor has no disclosures.
Please visit their SEC profile for more details.